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Redwood Wealth Management Group’s GE Vernova GEV Stock Holding History

Redwood Wealth Management Group’s Portfolio GEV Stock Details GEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-433
Closed -$378K – 126
2026
Q1 		$378K Buy
433
+50
+13% +$39K 0.16% 111
2025
Q4 		$250K Buy
+383
New +$233K 0.1% 154
2024
Q3 		– Sell
-60
Closed -$10.3K – 1142
2024
Q2 		$10.3K Buy
+60
New +$9.51K 0.01% 580

Other funds holding GEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Redwood Wealth Management Group's GEV Position: Q2 2026 in Review

Redwood Wealth Management Group sold out of GE Vernova (GEV) in Q2 2026, closing a stake of 433 shares — an estimated $378K sold.

Redwood Wealth Management Group first reported a position in GEV in Q2 2024 and held it in 3 quarters. The position peaked at $378K in Q1 2026. 2,243 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Redwood Wealth Management Group reported no remaining GE Vernova position as of Q2 2026 after selling out during the quarter.
  • Redwood Wealth Management Group sold 433 GE Vernova shares in Q2 2026, an estimated $378K.
  • Redwood Wealth Management Group first reported a position in GE Vernova in Q2 2024 and held it in 3 quarters.
  • Redwood Wealth Management Group's GE Vernova position peaked at $378K in Q1 2026.
  • 2,243 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Redwood Wealth Management Group's 13F filing for Q2 2026.